Coherent (COHR) is highlighted as the best value stock discussed, with a reasonable forward PE and strong growth in data center and communication sales, making it a more affordable photonics platform play.
Source Post
Arista, Broadcom & More: Which AI Networking Stock Would You Buy?
Sep 22, 2026
The creator discusses the next bottleneck in AI infrastructure: connectivity. As AI clusters grow, the speed at which data can transfer between components within a rack (scale up) and between racks (scale out) becomes critical. This is driving a shift from copper to optics for faster data transfer.
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Tickers discussed in this post
Marvell has strong growth but is currently an expensive stock to get into, trading at a high PE ratio.
Nvidia is mentioned as a key competitor to Arista Networks, building integrated solutions and investing heavily in various companies, but no specific investment thesis is presented for Nvidia itself.
Lumenum is mentioned as a company working on advanced optical technology for data transfer speeds, indicating its relevance in the AI networking upgrade trend.
Arista Network (ANET) is highlighted as a pure-play networking company in the AI space, but its current valuation is very expensive with a PE ratio of 60 and a forward PE of nearly 41.
Broadcom is mentioned as one of the AI networking stocks being discussed.
Arista is mentioned as one of the AI networking stocks being discussed.
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Tracked calls opened from this post
COHRbuy opened Sep 22, 2026
-26.66%